| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 1125 SANCTUARY PARKWAY, SUITE 300 ALPHARETTA, GA 30004 | BLUE CROSS OF CALIFORNIA | $95K | $6K | $101K | 1.63% |
| VERSUS INSURANCE SERVICES LLC3 | 4170 DOUGLAS BOULEVARD, SUITE 100 GRANITE BAY, CA 95746 | BLUE CROSS OF CALIFORNIA | $90K | $0 | $90K | 1.44% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | KAISER FOUNDATION HEALTH PLAN, INC. | $32K | $0 | $32K | 2.06% |
| VERSUS INSURANCE SERVICES LLC3 | 4170 DOUGLAS BOULEVARD, SUITE 100 GRANITE BAY, CA 95746 | KAISER FOUNDATION HEALTH PLAN, INC. | $21K | $0 | $21K | 1.37% |
| SOLV INSURANCE SERVICES3 Filed as: SOLV INDEPENDENT INS. ASSOCIATES | 4170 DOUGLAS BOULEVARD, SUITE 100 GRANITE BAY, CA 95746 | ARMADA CARE | $2K | $0 | $2K | 0.71% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | ARMADA CARE | $2K | $0 | $2K | 0.47% |
| VERSUS INSURANCE SERVICES LLC3 | 4170 DOUGLAS BOULEVARD, SUITE 100 GRANITE BAY, CA 95746 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $16K | $0 | $16K | 6.06% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $10K | $0 | $10K | 3.94% |
| ALLIANT INSURANCE SERVICES, INC.3 | 701 B STREET, 6TH FLOOR SAN DIEGO, CA 92101 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $7K | $800 | $8K | 8.61% |
| BLUE PACIFIC INSURANCE SERVICES3 | 18 SEPULVEDA RANCHO SANTA MARGARITA, CA 92688 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $2K | $87 | $2K | 2.28% |
| MJ INSURANCE3 Filed as: MARIA RODIGHIERO AND VARIOUS AGENTS | 28502 SHRIKE DRIVE LAGUNA NIGUEL, CA 92677 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $1K | $82 | $1K | 1.39% |
| RACHEL DARLENE DUBE3 Filed as: RACHEL DUBE | 9 FRANCES BARBER DRIVE HOPE VALLEY, RI 02832 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $426 | $174 | $600 | 0.63% |
| CONSUMER DRIVEN BENEFITS LLC3 | 1301 DOVE STREET, SUITE 340 NEWPORT BEACH, CA 92660 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $466 | $114 | $580 | 0.61% |
| VERSUS INSURANCE SERVICES LLC3 | 4170 DOUGLAS BOULEVARD, SUITE 100 GRANITE BAY, CA 95746 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $393 | $5 | $398 | 0.42% |
| MAIRA MAGALI ORTIZ3 Filed as: MAIRA ORTIZ | 43642 35TH STREET E LANCASTER, CA 93535 | COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY | $392 | $0 | $392 | 0.41% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,597 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 6 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,603 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 1,229 | $8.1M |
| Dental(2 contracts, 2 carriers) | BLUE CROSS OF CALIFORNIA | 1,229 | $6.5M |
| Vision | ARMADA CARE | 28 | $317K |
| Life insurance | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,566 | $266K |
| Long-term disability | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,566 | $266K |
| Prescription drug(3 contracts, 3 carriers) | BLUE CROSS OF CALIFORNIA | 1,229 | $8.1M |
| Other(3 contracts, 3 carriers) | RELIANCE STANDARD LIFE INSURANCE COMPANY | 1,597 | $384K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,597 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.